See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,058 | $94,338-54.4% | $100,534-57.2% | $142,382-69.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.33% | 29.20%-12.9pp | 32.66%-16.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $997 | $4,237-76.5% | $4,346-77.1% | $4,299-76.8% |
| Participant deferral / active EE | $987 | $5,934-83.4% | $6,144-83.9% | $6,507-84.8% |
| Admin fee / account holder | $1 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |